Who We Are. Our Background.

Managed Financial Services Corporation, Inc. is a Texas-based company available for consultation in all 50 states. We were established to provide comprehensive financial management services for educators, small and large businesses and individuals. Since 1986, the company has established a good record of sound management of retirement programs and has demonstrated the value of asset management in actual client accounts. The Managed Financial team has the expertise and experience you need to pursue your financial goals.

 

Over the years, clients across the United States, including Alaska and Hawaii have chosen the active portfolio management offered by Managed Financial. The firm provides customized mutual fund portfolios, 401(k) portfolios, and asset allocation programs for its clients, based on each client's specific objectives.

 

Managed Financial is registered to provide services in the following states:

  • Louisiana

  • Texas

  • North Carolina

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John W. Cook

John W. Cook

Chief Executive Officer

AIF®

Management Difference.

  • We work to minimize your portfolio's exposure to downturns in the market
  • We actively manage your account; it is our goal to ensure that your portfolio is invested in funds that are currently performing well.

  • We assist you in determining the amount of risk you can tolerate and then tailor your investments accordingly.

  • We facilitate adjustments to your portfolio according to significant life events, such as marriage, children, divorce, retirement, etc.

  • We establish relationships that span generations.

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